AF

Arrow Financial Portfolio holdings

AUM $978M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$775M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.24M
3
+$1.52M
4
AROW icon
Arrow Financial
AROW
+$1.11M
5
ABT icon
Abbott
ABT
+$670K

Top Sells

1
+$4.48M
2
+$2.47M
3
+$2.14M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$879K

Sector Composition

1 Financials 15.61%
2 Technology 11.58%
3 Healthcare 6.74%
4 Communication Services 6.03%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$308K 0.04%
5,947
-50
152
$299K 0.04%
2,325
153
$284K 0.04%
5,445
+1,255
154
$283K 0.04%
6,231
155
$269K 0.03%
2,475
156
$263K 0.03%
3,974
157
$261K 0.03%
1,089
+979
158
$250K 0.03%
1,525
159
$236K 0.03%
3,940
-342
160
$228K 0.03%
955
161
$220K 0.03%
8,713
+779
162
$205K 0.03%
2,488
163
$198K 0.03%
1,396
164
$195K 0.03%
1,150
165
$194K 0.03%
1,540
166
$188K 0.02%
2,330
167
$187K 0.02%
3,348
-98
168
$165K 0.02%
809
169
$161K 0.02%
556
170
$150K 0.02%
2,905
171
$136K 0.02%
3,133
172
$135K 0.02%
2,302
-70
173
$132K 0.02%
9,300
174
$128K 0.02%
617
175
$127K 0.02%
764
-25
5 6
7
8 9